Brighton Jones LLC
- SEC CIK
- 0001360798
- 最新申報
- 2026/8/11
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/3/4 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 683
- 較 2024 年第 3 季 +104
- 總值
- $34.6 億
- 較 2024 年第 3 季 +$8.01 億 (+30.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 4,036,091 | $8.85 億 | 25.6% | +397,007+10.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,040,807 | $4.39 億 | 12.7% | +393,259+60.7% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 537,314 | $1.35 億 | 3.9% | +69,207+14.8% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 315,164 | $9,134 萬 | 2.6% | +54,372+20.8% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,749,670 | $6,052 萬 | 1.7% | +225,501+14.8% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 182,541 | $5,881 萬 | 1.7% | +6,006+3.4% | 加碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 1,997,000 | $5,100 萬 | 1.5% | +246,429+14.1% | 加碼 | – |
| TMUST-Mobile US, Inc. | Stock | 203,814 | $4,499 萬 | 1.3% | +44,653+28.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,696,149 | $4,384 萬 | 1.3% | +199,202+13.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 324,901 | $4,363 萬 | 1.3% | +35,815+12.4% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 989,254 | $4,005 萬 | 1.2% | +98,296+11.0% | 加碼 | – |
| TSLATesla, Inc. | Stock | 87,929 | $3,551 萬 | 1.0% | +9,293+11.8% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 85,512 | $3,434 萬 | 1.0% | −3,661−4.1% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 58,481 | $3,427 萬 | 1.0% | +2,664+4.8% | 加碼 | 歷史 |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 3,175,680 | $3,214 萬 | 0.9% | +216,935+7.3% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,073,196 | $3,134 萬 | 0.9% | +188,084+21.2% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 255,365 | $3,000 萬 | 0.9% | +16,344+6.8% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 85,443 | $2,856 萬 | 0.8% | −323−0.4% | 減碼 | – |
| ORCLOracle Corp | Stock | 153,580 | $2,559 萬 | 0.7% | +100,494+189.3% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 39,685 | $2,336 萬 | 0.7% | −1,687−4.1% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 120,253 | $2,290 萬 | 0.7% | +6,410+5.6% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 349,827 | $2,244 萬 | 0.6% | +104,046+42.3% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 44,249 | $2,238 萬 | 0.6% | +28,231+176.2% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 843,054 | $2,208 萬 | 0.6% | +135,562+19.2% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 31 | $2,111 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 110,330 | $2,089 萬 | 0.6% | +4,110+3.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 34,551 | $2,023 萬 | 0.6% | +570+1.7% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 38,348 | $1,960 萬 | 0.6% | +4,989+15.0% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 152,297 | $1,959 萬 | 0.6% | +6,661+4.6% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 87,732 | $1,939 萬 | 0.6% | +2,221+2.6% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 34,524 | $1,860 萬 | 0.5% | +2,112+6.5% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 19,825 | $1,817 萬 | 0.5% | +2,172+12.3% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 236,460 | $1,788 萬 | 0.5% | +11,902+5.3% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 39,351 | $1,784 萬 | 0.5% | −1,315−3.2% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 666,318 | $1,768 萬 | 0.5% | +618,117+1,282.4% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 176,722 | $1,613 萬 | 0.5% | +81,952+86.5% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 202,411 | $1,532 萬 | 0.4% | +160,980+388.5% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 355,538 | $1,525 萬 | 0.4% | +140,482+65.3% | 加碼 | – |
| APPAppLovin Corp | COM CL A | 44,889 | $1,454 萬 | 0.4% | −30,689−40.6% | 減碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 568,757 | $1,414 萬 | 0.4% | +45,872+8.8% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 129,740 | $1,396 萬 | 0.4% | −994−0.8% | 減碼 | 歷史 |
| IOTSamsara Inc. | Stock | 308,168 | $1,346 萬 | 0.4% | +308,168 | 新進 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 70,512 | $1,250 萬 | 0.4% | −496−0.7% | 減碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 487,353 | $1,236 萬 | 0.4% | +73,906+17.9% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 48,732 | $1,168 萬 | 0.3% | +4,841+11.0% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 243,622 | $1,165 萬 | 0.3% | +107,649+79.2% | 加碼 | – |
| SOFISoFi Technologies, Inc. | Stock | 719,288 | $1,108 萬 | 0.3% | +14,281+2.0% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 40,037 | $1,080 萬 | 0.3% | +21,781+119.3% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 26,918 | $1,047 萬 | 0.3% | +7,203+36.5% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 61,885 | $955.6 萬 | 0.3% | +29,320+90.0% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 89,001 | $925.8 萬 | 0.3% | +290+0.3% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 104,524 | $924.0 萬 | 0.3% | +4,189+4.2% | 加碼 | – |
| ABNBAirbnb, Inc. | Stock | 70,228 | $922.9 萬 | 0.3% | +3,545+5.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 59,392 | $903.1 萬 | 0.3% | +6,574+12.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 98,150 | $886.8 萬 | 0.3% | +21,939+28.8% | 加碼 | 歷史 |
| RELYRemitly Global, Inc. | COM | 388,956 | $877.9 萬 | 0.3% | −39,324−9.2% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 25,668 | $858.2 萬 | 0.2% | +3,102+13.7% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 31,965 | $788.9 萬 | 0.2% | +17,413+119.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 51,876 | $750.2 萬 | 0.2% | +6,332+13.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 9,597 | $740.9 萬 | 0.2% | +1,730+22.0% | 加碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 118,917 | $722.4 萬 | 0.2% | +5,382+4.7% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 42,618 | $721.5 萬 | 0.2% | +3,109+7.9% | 加碼 | – |
| AMGNAmgen Inc | Stock | 27,468 | $715.9 萬 | 0.2% | +5,226+23.5% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 16,922 | $694.5 萬 | 0.2% | +870+5.4% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 29,683 | $688.2 萬 | 0.2% | +5,322+21.8% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 26,032 | $687.6 萬 | 0.2% | +14,584+127.4% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 36,663 | $678.7 萬 | 0.2% | +2,981+8.9% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 34,563 | $676.8 萬 | 0.2% | +16,606+92.5% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 40,068 | $671.7 萬 | 0.2% | +13,617+51.5% | 加碼 | 歷史 |
| HAPNHappen, Inc. | COM NEW | 411,070 | $665.5 萬 | 0.2% | −43,788−9.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 20,635 | $652.2 萬 | 0.2% | +6,883+50.1% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 18,438 | $648.6 萬 | 0.2% | +4,905+36.2% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 109,191 | $643.5 萬 | 0.2% | +74,085+211.0% | 加碼 | – |
| RDDTReddit, Inc. | Stock | 38,612 | $631.1 萬 | 0.2% | −5,353−12.2% | 減碼 | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 96,932 | $627.6 萬 | 0.2% | +92,416+2,046.4% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 81,855 | $625.9 萬 | 0.2% | −21,373−20.7% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 166,265 | $624.0 萬 | 0.2% | +99,986+150.9% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 51,719 | $585.0 萬 | 0.2% | +4,755+10.1% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 45,956 | $555.1 萬 | 0.2% | +29,438+178.2% | 加碼 | 歷史 |
| COMPCompass, Inc. | CL A | 939,320 | $549.5 萬 | 0.2% | −2600.0% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 53,985 | $522.7 萬 | 0.2% | +1,266+2.4% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 228,625 | $519.0 萬 | 0.1% | +176,254+336.5% | 加碼依 3 比 1 拆股換算 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 12,054 | $512.9 萬 | 0.1% | +1,116+10.2% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 118,587 | $495.9 萬 | 0.1% | +1,940+1.7% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 211,330 | $489.9 萬 | 0.1% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 77,674 | $484.0 萬 | 0.1% | +3,155+4.2% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 47,950 | $481.0 萬 | 0.1% | +47,950 | 新進 | – |
| NFLXNetflix Inc | Stock | 5,390 | $480.4 萬 | 0.1% | +257+5.0% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 108,872 | $478.5 萬 | 0.1% | +25,143+30.0% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 66,233 | $465.2 萬 | 0.1% | +25,436+62.3% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 21,011 | $461.9 萬 | 0.1% | +2,323+12.4% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 23,239 | $460.5 萬 | 0.1% | +444+1.9% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 45,034 | $457.2 萬 | 0.1% | −2,169−4.6% | 減碼 | – |
| UBERUber Technologies, Inc | Stock | 74,460 | $449.1 萬 | 0.1% | +2,474+3.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 74,187 | $439.2 萬 | 0.1% | +24,562+49.5% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 78,792 | $436.9 萬 | 0.1% | +9,241+13.3% | 加碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 114,222 | $432.9 萬 | 0.1% | +19,781+20.9% | 加碼 | – |
| HONHoneywell International Inc | COM | 19,047 | $430.2 萬 | 0.1% | +1,582+9.1% | 加碼 | 歷史 |
| FSBCFive Star Bancorp | COM | 141,342 | $425.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 22,912 | $407.2 萬 | 0.1% | +3,401+17.4% | 加碼 | 歷史 |
選擇權（2 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
2024 年第 3 季之後清倉（29 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ALITAlight, Inc. / Delaware | COM CL A | 251,534 | $186.1 萬 | 0.1% | 歷史 |
| DVNDevon Energy Corp | Stock | 42,510 | $166.3 萬 | 0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 13,060 | $77.4 萬 | <0.1% | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 26,235 | $35.2 萬 | <0.1% | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 10,780 | $29.6 萬 | <0.1% | – |
| CROXCrocs, Inc. | COM | 1,848 | $26.8 萬 | <0.1% | 歷史 |
| Fidelity Covington Trust31609A206 | ENHANCED SML CAP | 8,175 | $26.3 萬 | <0.1% | – |
| BHPBHP Group Ltd | ADR | 4,105 | $25.5 萬 | <0.1% | 歷史 |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 2,025 | $25.2 萬 | <0.1% | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 4,685 | $23.9 萬 | <0.1% | – |
| TTETotalEnergies SE | SPONSORED ADS | 3,673 | $23.7 萬 | <0.1% | 歷史 |
| CNCCentene Corp | Stock | 3,152 | $23.7 萬 | <0.1% | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 2,072 | $23.2 萬 | <0.1% | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 1,361 | $22.2 萬 | <0.1% | 歷史 |
| PORPortland General Electric Co | COM NEW | 4,528 | $21.7 萬 | <0.1% | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 2,413 | $21.6 萬 | <0.1% | 歷史 |
| WECWec Energy Group, Inc. | Stock | 2,244 | $21.6 萬 | <0.1% | 歷史 |
| RYNRayonier Inc | COM | 6,566 | $21.1 萬 | <0.1% | 歷史 |
| CDWCDW Corp | COM | 925 | $20.9 萬 | <0.1% | 歷史 |
| SPDR Series Trust78464A490 | ST STR FTSE ETF | 5,189 | $20.9 萬 | <0.1% | – |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 7,410 | $20.8 萬 | <0.1% | – |
| WisdomTree Tr97717W406 | US AI ENHANCED | 1,842 | $20.5 萬 | <0.1% | – |
| HNRGHallador Energy Co | Stock | 15,610 | $14.7 萬 | <0.1% | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 12,424 | $12.4 萬 | <0.1% | 歷史 |
| AUIDauthID Inc. | COM | 18,392 | $11.6 萬 | <0.1% | 歷史 |
| LCIDLucid Group, Inc. | COM | 15,772 | $5.57 萬 | <0.1% | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 14,454 | $1.98 萬 | <0.1% | 歷史 |
| BLUEbluebird bio, Inc. | COM | 23,174 | $1.20 萬 | <0.1% | 歷史 |
| SGMOQSangamo Therapeutics, Inc | COM | 11,000 | $9,527 | <0.1% | 歷史 |